Civic Intelligence

Dr H Fisk Johnson Charitable Foundation

990PF • Fiscal year 2017 • EIN 35-7145716

Jan 01, 2017 to Dec 31, 2017 • Filed on May 08, 2018

Organization Profile
555 MAIN STREET Suite 500Racine, WI 53403

(262) 664-7600

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

8th percentile

-58%

Higher net margin than 8% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

$1,483,220

No earlier filing loaded for comparison.

Net Assets

$1,483,220

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin8th percentile

Revenue

$28,921

No earlier filing loaded for comparison.

Expenses

$45,701

No earlier filing loaded for comparison.

Net Income

-$16,780

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2017: $1,483,220Liabilities 2017: $0Net Assets 2017: $1,483,2202017Assets 2018: $22,299Liabilities 2018: $0Net Assets 2018: $22,2992018Assets 2019: $23,750Liabilities 2019: $0Net Assets 2019: $23,7502019Assets 2020: $5,169,912Liabilities 2020: $0Net Assets 2020: $5,169,9122020Assets 2021: $13,970,389Liabilities 2021: $0Net Assets 2021: $13,970,3892021Assets 2022: $14,018,782Liabilities 2022: $0Net Assets 2022: $14,018,7822022Assets 2023: $14,376,459Liabilities 2023: $0Net Assets 2023: $14,376,4592023Assets 2024: $14,218,570Liabilities 2024: $0Net Assets 2024: $14,218,5702024

Highlighted filing

2017

Assets$1,483,220
Liabilities$0
Net Assets$1,483,220
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2017: $28,921Expenses 2017: $45,701Net Income 2017: -$16,7802017Revenue 2018: $48,994Expenses 2018: $1,509,915Net Income 2018: -$1,460,9212018Revenue 2019: $1,898Expenses 2019: $447Net Income 2019: $1,4512019Revenue 2020: $5,157,498Expenses 2020: $11,336Net Income 2020: $5,146,1622020Revenue 2021: $8,822,018Expenses 2021: $21,252Net Income 2021: $8,800,7662021Revenue 2022: $114,831Expenses 2022: $66,397Net Income 2022: $48,4342022Revenue 2023: $409,925Expenses 2023: $50,480Net Income 2023: $359,4452023Revenue 2024: $549,068Expenses 2024: $710,699Net Income 2024: -$161,6312024

Highlighted filing

2017

Revenue$28,921
Expenses$45,701
Net Income-$16,780
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 8, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
H FISK JOHNSONTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Dr H Fisk Johnson Charitable Foundation
EIN
35-7145716
In Care Of
% JOHN D ANDREOLI
Phone
2626647600
Address
555 MAIN STREET Suite 500, RACINE, WI 53403

Signing Officer

Name
H Fisk Johnson
Title
Trustee
Phone
2626647600
Signed
2018-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA Llp
Address
330 E KILBOURN AVENUE SUITE 750, MILWAUKEE, WI 53202
Preparer
Christopher F Mueller
Phone
4142725900
Raw XML Appendix305 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt040725
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt072457
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt039062
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt10
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt20
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt30
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0BOSTON PARTNERS LONG/SHORT
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1PRINCIPAL GLOBAL MULTI-STRAT.
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2THE BLACKROCK GLOBAL
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3BROOKFIELD GLOBAL REAL ESTATE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt037215
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt135765
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt235310
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt354200
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt040132
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt136173
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt235652
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt355550
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INVESTMENT INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01462
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01462
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03663
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03663
TaxesSchedule/TaxesDetail/Amt0573
TaxesSchedule/TaxesDetail/Amt115
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1STATE INCOME TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0573
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0H FISK JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02626647600
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DR H FISK JOHNSON CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DRHF
ReturnHeader/Filer/EIN0357145716
ReturnHeader/Filer/InCareOfNm0% JOHN D ANDREOLI
ReturnHeader/Filer/PhoneNum02626647600
ReturnHeader/Filer/USAddress/AddressLine1Txt0555 MAIN STREET Suite 500
ReturnHeader/Filer/USAddress/CityNm0RACINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053403
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C3B30F65AA82B05C29F059118B7830F0B4B4275F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId031989FBBAD386A7A250F7379B9C971B32D582BBB
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId039521220183185000007
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.122.83.146
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0330 E KILBOURN AVENUE SUITE 750
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053202
ReturnHeader/PreparerPersonGrp/PhoneNum04142725900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER F MUELLER
ReturnHeader/ReturnTs02018-11-14T14:57:25-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,483,220
Liabilities
$0
Net assets
$1,483,220
Revenue
$28,921
Expenses
$45,701
Net income
-$16,780
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$0.55$0.71$0.16
2023Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$0.41$0.05$0.36
2022Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$0.11$0.07$0.05
2021Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$8.82$0.02$8.80
2020Detailed filing. Detailed filing data is available for this year.$5.17$0.00$5.17$5.16$0.01$5.15
2019Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.05$1.51$1.46
2017Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.03$0.05$0.02